Paragon Wealth Strategies, LLC Schwab Strategic Tr Us Large C Transaction History
Paragon Wealth Strategies, LLC
- $346 Million
- Q4 2023
A detailed history of Paragon Wealth Strategies, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Paragon Wealth Strategies, LLC holds 2,671 shares of SCHG stock, worth $85,712. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,671Holding current value
$85,712% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,605Shares Held
816MCall Options Held
606KPut Options Held
163K-
Envestnet Asset Management Inc55.2MShares$1.77 Billion0.5% of portfolio
-
Sei Investments CO Oaks, PA45.7MShares$1.47 Billion1.61% of portfolio
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Mather Group, Llc. Chicago, IL42.3MShares$1.36 Billion13.29% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.23 Billion2.23% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA32.8MShares$1.05 Billion0.17% of portfolio